Wealth Transition Services Tax Manager Tax & Estate Planning Remote Eligible

Location:All locations in the United States

Work Arrangement: Remote Hybrid or In-office

A Day in the Life

A typical day as a Wealth Transition Services Tax Manager might include the following:

• Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections distribution of income business succession estate preservation and estate plan flow.
• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• Providing tax planning and consulting services to the firms high net worth and ultra-high net worth clients.
• Technical research on estate gift GST tax planning and compliance matters for internal clients.
• Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally you have knowledge and expertise on the income taxation of trusts and estates.
• Assisting clients which may have varied levels of estate planning knowledge.
• Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
• Business development and billing responsibility.
• Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
• Coaching and mentoring staff.
• Working with the firm Wealth Transition Services team on various projects.

Who You Are

• You have a Bachelors degree in Accounting and an active CPA license Enrolled Agent license or JD/LLM (taxation).
• You have 4-8 years of experience in tax planning and estate planning in public accounting law firms or a related field.
• You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics.
• You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
• You are a multi-tasking master and there is never a deadline you cant meet.
• You have experience developing business and networking.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly weve built a collaborative workplace based on integrity authenticity and support for one another. Youll find opportunities for education and career growth a team dedicated to your success and benefits that put your familys needs first. Hear what our employees have to say about working at Eide Bailly.

Compensation: $105000-$180000

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography experience education skills and internal equity.

Benefits

Beyond base compensation Eide Bailly provides benefits such as: generous paid time off comprehensive medical dental and vision insurance 401(k) profit sharing life and disability insurance lifestyle spending account certification incentives education assistance and a referral program.

Next Steps

Well be in touch! If you look like the right fit for our position one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and the meantime we encourage you to learn more about us on Facebook Twitter Instagram LinkedIn or our About Us page.

Eide Bailly is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability veteran status or any other status protected under local state or federal laws

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